WCML

WLTH Capital Management, LLC Portfolio holdings

AUM $129M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$16M
3 +$15.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VB icon
26
Vanguard Small-Cap ETF
VB
$74.6B
$247K 0.19%
+893